Add Members to a Patient Group

The Members tab on the Patient Group window enables you to add patients with charts to the group. When you add a person without a chart, you are prompted to create their chart during the process. You can also manage existing future group appointments for the added members.

Access Patient Groups.
The Patient Group Search window opens.
Search for a Patient Group.
From the Matching Records section of the Patient Group Search window, select a group and then do one of the following:
- Select Open.
- Select Open Menu and select Open.
- Right-click and select Open.
Select the Members tab.

Note: Programs display for a patient when their Program Enrollment Date is on or before the current system date (today) and their Program Discharge Date is on or after the current system date or blank.
The Member List displays all patients in the group with the following information:
- Name
- Birth Date
- Home Phone
- Medical Record Number
- Date Added
- Programs
- Expired Indicator (Y or N); Expired patients display in red text.
To add a member to the group, select Open Menu and select Add Member.
The People Lookup window opens.
Enter Search Criteria for the member to be added and then select Find.
Patient and person records that match your search criteria display in the Matching Records section at the bottom of the window.
From the list, double-click to select the member to be added to the group.
- If a patient is selected, the patient is added to the Members tab.
- If a person is selected, the Add Patient Information window opens.
Enter and update information for the person as needed and then select Chart.
A prompt appears asking you to confirm creating a chart.
To continue, select OK.
The chart is created and the patient is added to the Members tab.
Note: On the Add Patient Information window for a person, if you select OK instead of Chart, a prompt appears informing you that a chart must be created before they can be added as a member to the group.
To add additional members to the group, repeat steps 5 through 9.
To save changes and close the window, select OK.
Members are added to the patient group.
If the group has future group appointments scheduled, the Manage Appointments for Added Members window opens.

The Members added to group section lists all patients added to the group.

The Add Members to Group Appointments selected below section lists all future group appointments scheduled for the group. Appointments are listed with the following information:
- Date/Time
- Event
- Resource
- Location
In the Add Members to Group Appointments selected below section, do the following:
- Select the check box for group appointments the new members should be added to. All appointments are selected by default.
- Deselect the check box for group appointments the new members should not be added to.
To save changes and close the window, select OK.
The new members are added to the selected group appointments and individual appointments are scheduled for each member.

Note: If you select Cancel instead of OK, a prompt appears informing you that appointments for added members will need to be scheduled manually.

Access Patient Groups.
The Patient Group Search window opens.
Search for a Patient Group.
From the Matching Records section of the Patient Group Search window, select a group and then do one of the following:
- Select Open.
- Select Open Menu and select Open.
- Right-click and select Open.
Select the Members tab.

Note: Programs display for a patient when their Program Enrollment Date is on or before the current system date (today) and their Program Discharge Date is on or after the current system date or blank.
The Member List displays all patients in the group with the following information:
- Name
- Birth Date
- Home Phone
- Medical Record Number
- Date Added
- Programs
- Expired Indicator (Y or N); Expired patients display in red text.
To add a member to the group, select Open Menu and select Add Member.
The People Lookup window opens.
Enter Search Criteria for the member to be added and then select Find.
Patient and person records that match your search criteria display in the Matching Records section at the bottom of the window.
From the list, double-click to select the member to be added to the group.
- If a patient is selected, the patient is added to the Members tab.
- If a person is selected, the Add Patient Information window opens.
Enter and update information for the person as needed and then select Chart.
A prompt appears asking you to confirm creating a chart.
To continue, select OK.
The chart is created and the patient is added to the Members tab.
Note: On the Add Patient Information window for a person, if you select OK instead of Chart, a prompt appears informing you that a chart must be created before they can be added as a member to the group.
To add additional members to the group, repeat steps 5 through 9.
To save changes and close the window, select OK.
Members are added to the patient group.
If the group has future group appointments scheduled, the Manage Appointments for Added Members window opens.

The Members added to group section lists all patients added to the group.

The Add Members to Group Appointments selected below section lists all future group appointments scheduled for the group. Appointments are listed with the following information:
- Date/Time
- Event
- Resource
- Location
In the Add Members to Group Appointments selected below section, do the following:
- Select the check box for group appointments the new members should be added to. All appointments are selected by default.
- Deselect the check box for group appointments the new members should not be added to.
To save changes and close the window, select OK.
The new members are added to the selected group appointments and individual appointments are scheduled for each member.

Note: If you select Cancel instead of OK, a prompt appears informing you that appointments for added members will need to be scheduled manually.

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